What Genpact (G)'s Horizon 3 AI Supply Chain Leadership Means For Shareholders

• HFS Research has recently named Genpact a Horizon 3 Market Leader in its 2025 Intelligent Supply Chain Services assessment, citing the company’s AI-enabled operating model and agentic innovations that deliver measurable efficiency gains for clients.
• The report highlights concrete client outcomes, including tens of millions of US$ in savings from integrated planning hubs and planning modernization, alongside double-digit customer experience improvements and sizable reductions in cost-per-order, underscoring the commercial impact of Genpact’s AI supply chain capabilities.
• We’ll now examine how this Horizon 3 Market Leader recognition in intelligent supply chain services could reshape Genpact’s AI-led investment narrative.

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Genpact Investment Narrative Recap

To own Genpact, you need to believe its shift from legacy BPO to higher value, AI-led solutions can offset slower Core Business Services growth and a muted demand backdrop. The new Horizon 3 Market Leader recognition validates its advanced AI supply chain capabilities, but by itself does not materially change the near term catalyst, which remains broader client adoption of Advanced Technology Solutions, or the key risk that rising competition and self-funded AI investments could strain margins if large deals or annuitized revenues underperform.

Among recent announcements, Genpact’s steady share repurchases in 2025, including US$89.99 million in Q3, stand out as particularly relevant. Continued buybacks sit alongside AI-focused reinvestment and the HFS recognition, framing how management is trying to balance capital returns with the push into higher margin, AI-enabled services that underpin the current growth catalyst.

Yet while the AI story is compelling, investors should also be aware of the growing risk that...

Read the full narrative on Genpact (it's free!)

Genpact's narrative projects $5.9 billion revenue and $669.6 million earnings by 2028.

Uncover how Genpact's forecasts yield a $50.20 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently place Genpact’s fair value between US$33.84 and US$78.28, across 3 independent estimates. Set this wide range against the catalyst that hinges on accelerated adoption of Genpact’s higher margin AI and data offerings, and it becomes clear why you may want to compare several viewpoints before deciding how this growth path could influence the company’s future performance.

Explore 3 other fair value estimates on Genpact - why the stock might be worth as much as 69% more than the current price!

Build Your Own Genpact Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Genpact research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Genpact research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Genpact's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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